A.H.N Letter

for Your Industry News

Vol. 122
์ €์ž
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์•ˆ์ค€ํ˜ธ ๐Ÿ“ง

๋‘์‚ฐ์—๋„ˆ๋นŒ๋ฆฌํ‹ฐ

๊ณต๊ฐœ

July 15, 2023




PART 1. ๋ฐ์ดํ„ฐ๋ถ„์„, ์ธ๊ณต์ง€๋Šฅ

Claude


claude


Anthropic์˜ claude ๋‘๋ฒˆ์งธ ๋ฒ„์ „์ด Release ๋˜์—ˆ์Šต๋‹ˆ๋‹ค.

์ง€๊ธˆ์€ ๋กœ๊ทธ์ธ ํ•˜๋ ค๊ณ  ํ•˜๋ฉด US์™€ UK์—์„œ๋งŒ ๋œ๋‹ค๋ฉด์„œ ๊ฐ€๋Šฅํ•œ ์ง€์—ญ์ธ์ง€ ํ™•์ธํ•˜๋ผ๋Š” ๋ฉ”์‹œ์ง€๊ฐ€ ๋‚˜์˜ต๋‹ˆ๋‹ค. (์•ˆํƒ€๊น์ง€๋งŒ ํ•œ๊ตญ์—์„œ๋Š” ์•„์ง ์‚ฌ์šฉ์ด ๋ถˆ๊ฐ€ํ•ฉ๋‹ˆ๋‹ค. ๐Ÿ˜ญ)

์‚ฌ์šฉ์ž๋“ค์˜ ์˜๊ฒฌ์— ๋”ฐ๋ฅด๋ฉด ์ „์ž‘์— ๋น„ํ•ด ๋งŽ์€ ๋ถ€๋ถ„์ด ์—…๋ฐ์ดํŠธ ๋˜์—ˆ๋Š”๋ฐ, ๊ทธ ์ค‘ ๋ช‡๊ฐœ๋ฅผ ๊ผฝ์•„๋ณด์ž๋ฉด GRE์™€ ๋ณ€ํ˜ธ์‚ฌ ์‹œํ—˜์—์„œ GPT-4๋ฅผ ๋Šฅ๊ฐ€ํ•˜๋Š” ์ˆ˜์น˜๋ฅผ ๋ณด์—ฌ์ฃผ์—ˆ๊ณ  ํŠนํžˆ ํ•œ๋ฒˆ์— ์ฒ˜๋ฆฌํ•  ์ˆ˜ ์žˆ๋Š” ์ปจํ…์ŠคํŠธ๊ฐ€ 100,000ํ† ํฐ์œผ๋กœ ์ฆ๊ฐ€ํ•˜์˜€๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค.

์ด๋Š” GPT-4์˜ 8K์— ๋น„ํ•ด 12๋ฐฐ ๋” ๊ธด ๋ฌธ์žฅ์„ ํ•œ๋ฒˆ์— ์ž…๋ ฅ์‹œํ‚ฌ ์ˆ˜ ์žˆ๋‹ค๋Š”๊ฑด๋ฐ claude๋ฅผ ๋งŒ๋“  Anthropic์‚ฌ์—์„œ๋Š” โ€˜์œ„๋Œ€ํ•œ ๊ฐœ์ธ ๋น„โ€™ ์ž‘ํ’ˆ์„ ํ•œ๋ฒˆ์— ๊ธฐ์–ต์‹œํ‚ค๊ณ , ๊ทธ ์ค‘ ํ•œ๋ฌธ์žฅ๋งŒ ๊ณ ์ณ์„œ ์ฐจ์ด์ ์„ ๋ฌผ์–ด๋ดค์„๊ฒฝ์šฐ 22์ดˆ๋งŒ์— ๋‹ต์„ ์ฐพ์•„๋‚ผ ์ˆ˜ ์žˆ์—ˆ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค.

๋”ฐ๋ผ์„œ ๊ธฐ์—…์ด๋‚˜ ๊ธฐํƒ€ API๋ฅผ ์‚ฌ์šฉํ•˜๋Š” ๊ฒฝ์šฐ๋ฅผ ์ œ์™ธํ•œ, ์ผ๋ฐ˜์ ์ธ ์†Œ๋น„์ž ์ž…์žฅ์—์„œ ๋ณด๋ฉด chatGPT ๋Œ€๋น„ ๋‹ค์Œ์˜ ๋‘ ๊ฐ€์ง€ ์žฅ์ ์ด ์žˆ์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

  • chatGPT์ฒ˜๋Ÿผ ๋ณ„๋„์˜ ํ”Œ๋Ÿฌ๊ทธ์ธ ์—†์ด txt, csv, pdf ๋“ฑ์„ ๋ฐ”๋กœ ์ฑ„ํŒ…์ฐฝ์— ์˜ฌ๋ ค ๋ถ„์„ ์š”์ฒญํ•  ์ˆ˜ ์žˆ์Œ

  • chatGPT๋ณด๋‹ค 10๋ฐฐ ์ด์ƒ ๊ธด ํ…์ŠคํŠธ๋ฅผ ํ•œ๋ฒˆ์— ๋ฌผ์–ด๋ณผ ์ˆ˜ ์žˆ์Œ

Anthropic์€ 2022๋…„ Google์ด 3์–ต๋‹ฌ๋Ÿฌ๋ฅผ ํˆฌ์žํ•˜๋ฉด์„œ ์ง€๋ถ„์˜ 10%๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

Google์˜ Gemini(์ž‘๋ช…์ด ์ •๋ง ๋งˆ์Œ์— ๋“ญ๋‹ˆ๋‹ค.)์™€ ํ•ฉ์ณ์ ธ์„œ ์‹œ๋„ˆ์ง€๋ฅผ ์ผ์œผํ‚ฌ ๊ฒฝ์šฐ chat GPT์˜ ๋…์ฃผ๊ฐ€ ๊ณ„์†๋˜๋ฆฌ๋ผ ์žฅ๋‹ดํ•  ์ˆ˜ ์—†์„ ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค.



Introducing NotebookLM


NotebookLM

Google์˜ ์ƒˆ๋กœ์šด ์„œ๋น„์Šค์ž…๋‹ˆ๋‹ค.

Bard update์— ๋ฌปํ˜€ ์กฐ์šฉํ•˜๊ฒŒ ์ง€๋‚˜๋Š” ๋“ฏ ํ•ฉ๋‹ˆ๋‹ค.

์ €๋Š” Bard update๋ณด๋‹ค ๋” ์™€ ๋‹ฟ๋Š”๋ฐ, ์ง€๋‚œ 5์›” Google I/O์— ๊ณต๊ฐœํ•œ tailwind project๋ฅผ ์•ฑ์œผ๋กœ ๋งŒ๋“  ๊ฒƒ์œผ๋กœ ์‚ฌ์šฉ์ž์˜ ๋…ธํŠธ๋ถ์— ์žˆ๋Š” ์ •๋ณด๋ฅผ ๋ชจ์•„ ๋…ธํŠธ๋ฅผ ๋งŒ๋“ค์–ด ์ฃผ๋Š” ๊ธฐ๋Šฅ์ž…๋‹ˆ๋‹ค.

์ง€๊ธˆ์ฒ˜๋Ÿผ ์ •๋ณด๋ฅผ ์ฐพ์„ ํ•„์š”์—†์ด ํ•ด๋‹น ์•ฑ์„ ์ด์šฉํ•˜์—ฌ โ€œํ„ฐ๋นˆ์˜ ์„ฑ๋Šฅ์„ ๋†’์ผ ์ˆ˜ ์žˆ๋Š” ํƒ€์‚ฌ์˜ ์•„์ด๋””์–ด๋ฅผ ์ •๋ฆฌํ•ด์ค˜โ€๋ผ๊ณ  ํ•˜๋ฉด ๋…ธํŠธ๋ถ ๋‚ด ์ž๋ฃŒ๋ฅผ ์•Œ์•„์„œ ์ฐพ๊ณ  ์ •๋ฆฌํ•˜์—ฌ ๋…ธํŠธ๋ฅผ ๋งŒ๋“ค์–ด ์ค๋‹ˆ๋‹ค!!! ๐Ÿ‘

์ •๋ฆฌ๋œ ๋…ธํŠธ์—์„œ โ€œKey topicsโ€์„ ์ถ”์ถœํ•ด์ฃผ๊ณ , ์งˆ๋ฌธ์„ ๋ฐ›๊ธฐ๋„ ํ•ฉ๋‹ˆ๋‹ค.

๊ทธ๋™์•ˆ ๋ชจ์•„๋‘” ์ž๋ฃŒ๊ฐ€ ๋น›์„ ๋ฐœํ•  ๋•Œ๊ฐ€ ์™”์Šต๋‹ˆ๋‹ค.

Google์€ ์•„์ง ์ด๊ฑธ ์–ด๋””์— ์“ธ ์ง€ ๋ชจ๋ฅด๊ฒ ๋‹ค๊ณ  ํ•˜์ง€๋งŒ ์ €๋Š” ์ž ์žฌ๋ ฅ์ด ๊ต‰์žฅํžˆ ํด ๊ฒƒ์œผ๋กœ ๋ณด๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

์ด๋Ÿฐ ๊ธฐ์ˆ ์„ ๋ณผ ๋•Œ๋งˆ๋‹ค ์ด์   ์ •๋ง ๋” ์ด์ƒ AI๊ฐ€ ์—†์—ˆ๋˜ ์‹œ์ ˆ๋กœ ๋Œ์•„๊ฐ€๋Š” ๊ฒƒ์€ ๋ถˆ๊ฐ€๋Šฅํ•˜๋‹ค๋Š” ๊ฒƒ์ด ์ฒด๊ฐ๋ฉ๋‹ˆ๋‹ค.





PART 2. ์ „๋ ฅ์‚ฐ์—… ๋™ํ–ฅ


A New Energy Pact for Africa


๊ธฐ์‚ฌ๋งํฌ


์•„ํ”„๋ฆฌ์นด ์—๋„ˆ์ง€ ์‹œ์žฅ์— ๋Œ€ํ•œ ํฅ๋ฏธ๋กœ์šด ๊ธฐ์‚ฌ๊ฐ€ ์žˆ์–ด ๊ฐ€์ ธ์™”์Šต๋‹ˆ๋‹ค.

  1. Despite being home to 60% of the best solar resources globally, for example, Africa has roughly the same installed solar PV capacity as Belgium, a small country not known for its sunshine.

  2. Throughout Africa, hundreds of millions of people still lack access to electricity โ€“ a major impediment to gaining an education, finding regular employment, and contributing to a productive economy.

  3. Four out of five people in Sub-Saharan Africa still cook with wood and biomass, which, when burned, produces harmful smoke.

  4. Nearly a half-million premature deaths per year in Sub-Saharan Africa are linked to household air pollution resulting from the lack of access to clean cooking facilities.

  5. Currently, only about 3% of energy investments worldwide are made in Africa, even though the continent is home to 17% of the worldโ€™s population.

์•„ํ”„๋ฆฌ์นด๊ฐ€ ๊ธฐํšŒ์˜ ๋•…์ด๋ผ ํ•˜๋Š” ์ด์•ผ๊ธฐ๋Š” ๋งŽ์ด ๋“ฃ์ง€๋งŒ ๊ตฌ์ฒด์ ์ธ ์ˆซ์ž - ํŠนํžˆ ์—๋„ˆ์ง€ ๋ถ„์•ผ - ๋Š” ์ž˜ ์•Œ์ง€ ๋ชปํ–ˆ๋Š”๋ฐ ์ด ๊ธฐ์‚ฌ์— ์ž˜ ์ •๋ฆฌ๋˜์–ด ์žˆ์Šต๋‹ˆ๋‹ค.

๊ธฐ์‚ฌ๋ฅผ ์ฝ์œผ๋ฉด์„œ ์•„์ง ๊ธฐํšŒ์˜ ๋•…์€ ๋งŽ๊ตฌ๋‚˜ ํ•˜๋Š” ์ƒ๊ฐ์„ ํ–ˆ์Šต๋‹ˆ๋‹ค.



PJM Planning


PJM Planning


๋ฏธ๊ตญ ๋™๋ถ€ ์ „๋ ฅํšŒ์‚ฌ์ธ PJM์˜ ํ™ˆํŽ˜์ด์ง€๋ฅผ ๋‘˜๋Ÿฌ๋ณด๋‹ค๊ฐ€ ์ƒ๋‹นํžˆ ์ž˜ ๊ตฌ์„ฑ๋˜์–ด ์žˆ์–ด ์†Œ๊ฐœ ํ•ด ๋“œ๋ฆฝ๋‹ˆ๋‹ค.

ํŠนํžˆ ํ–ฅํ›„ ๊ณ„ํš์„ ์ •๋ฆฌํ•ด ๋‘” Planning์„ ๋ณด๋ฉด ์–ด๋–ค ์‹์œผ๋กœ ๋ฏธ๊ตญ์˜ ์—๋„ˆ์ง€ ์‹œ์žฅ์ด ๋ฐ”๋€”์ง€ ์•Œ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

๋†€๋ผ์šด ๊ฒƒ์ด Queued Generation Fuel Mix ๋ถ€๋ถ„์ธ๋ฐโ€ฆ ์ œ๊ฐ€ ๋ณด๊ณ  ์žˆ๋Š” 7์›” 15์ผ 17:50 ๊ธฐ์ค€ ํƒœ์–‘๊ด‘์ด 75GW, ESS๊ฐ€ 54GW, ํ’๋ ฅ์ด 22GW ๋Œ€๊ธฐ ์ค‘์ž…๋‹ˆ๋‹ค.

์—๋„ˆ์ง€ ์ „ํ™˜์ด ๋งค์šฐ ๋น ๋ฅธ ์†๋„๋กœ ์ง„ํ–‰๋˜๊ณ  ์žˆ์Œ์„ ์•Œ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.


๋กฏ๋ฐ์ผ€๋ฏธ์นผ, RE100 ๊ฐ€์ž…โ€ฆ2050๋…„๊นŒ์ง€ ์ „๋ ฅ 100% ์žฌ์ƒ์—๋„ˆ์ง€๋กœ


๊ธฐ์‚ฌ๋งํฌ


๋กฏ๋ฐ์ผ€๋ฏธ์นผ์˜ RE100 ๊ฐ€์ž… ์†Œ์‹์ž…๋‹ˆ๋‹ค.

๊ตญ๋‚ด ๊ธฐ์—…์ค‘ 34๋ฒˆ์งธ RE100 ๊ฐ€์ž… ์ž…๋‹ˆ๋‹ค.

๊ตญ๋‚ด์—์„œ ์žฌ์ƒ์—๋„ˆ์ง€ ์ถฉ๋‹น์ด ๊ฐ€๋Šฅํ• ์ง€ ์˜๋ฌธ์ž…๋‹ˆ๋‹ค. ์ตœ๊ทผ ์‚ผ์„ฑ์ „์ž ์ง€์†๊ฐ€๋Šฅ๊ฒฝ์˜๋ณด๊ณ ์„œ 2023์—์„œ๋„ ์‚ผ์„ฑ์ „์ž๋Š” ์ „๋ ฅ์‚ฌ์šฉ์œผ๋กœ ์ธํ•ด ๋ฐœ์ƒํ•˜๋Š” ํƒ„์†Œ ๊ฐ„์ ‘๋ฐฐ์ถœ(Scope2)์„ ์ค„์ด๊ธฐ ์œ„ํ•ด ๊ธ€๋กœ๋ฒŒ ์ด๋‹ˆ์…”ํ‹ฐ๋ธŒ์ธ RE100์— ๊ฐ€์ž…ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ „๋ ฅ ์ˆ˜์š”๊ฐ€ ํฐ ๋ฐ˜๋ฉด ๊ตญ๋‚ด ์žฌ์ƒ์—๋„ˆ์ง€ ๊ณต๊ธ‰ ์—ฌ๊ฑด์ด ์ƒ๋Œ€์ ์œผ๋กœ ๋ถˆ๋ฆฌํ•œ ์ƒํ™ฉ์ด์ง€๋งŒ 2050๋…„๊นŒ์ง€ ์‚ฌ์šฉ ์ „๋ ฅ 100%์˜ ์žฌ์ƒ์—๋„ˆ์ง€ ์ „ํ™˜์„ ์ถ”์ง„ํ•  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค. ์ด๋ฅผ ์œ„ํ•ด ์šฐ์„  2027๋…„๊นŒ์ง€ ๋ชจ๋“  ํ•ด์™ธ์‚ฌ์—…์žฅ์—์„œ ์žฌ์ƒ์—๋„ˆ์ง€ ๋ชฉํ‘œ ๋‹ฌ์„ฑ์„ ์ถ”์ง„ํ•ฉ๋‹ˆ๋‹ค. ๋ฒ ํŠธ๋‚จโˆ™์ธ๋„โˆ™๋ธŒ๋ผ์งˆ์€ 2022๋…„ ์žฌ์ƒ์—๋„ˆ์ง€ ์ „ํ™˜์„ ์™„๋ฃŒํ–ˆ๊ณ , ์ค‘๋‚จ๋ฏธ 2025๋…„, ๋™๋‚จ์•„โˆ™CISโˆ™์•„ํ”„๋ฆฌ์นด๋Š” 2027๋…„๊นŒ์ง€ ์žฌ์ƒ์—๋„ˆ์ง€ ๋ชฉํ‘œ ๋‹ฌ์„ฑ์„ ์™„๋ฃŒํ•  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค. ์ด๋ฏธ ์žฌ์ƒ์—๋„ˆ์ง€ ๋ชฉํ‘œ๋ฅผ ๋‹ฌ์„ฑํ•œ ๋ฏธ๊ตญ, ์ค‘๊ตญ, ์œ ๋Ÿฝ์˜ ๊ฒฝ์šฐ ์žฌ์ƒ์—๋„ˆ์ง€ ๊ณต๊ธ‰ ๊ณ„์•ฝ(PPA)์„ ๊ตญ๊ฐ€์ œ๋„๊ฐ€ ๊ตฌ๋น„๋˜๊ณ  ์žฌ์ƒ์—๋„ˆ์ง€ ์‹œ์žฅ์ด ํ™œ์„ฑํ™”๋œ ์ง€์—ญ ์ค‘์‹ฌ์œผ๋กœ ํ™•๋Œ€ํ•ด ๋‚˜๊ฐˆ ์˜ˆ์ •์ž…๋‹ˆ๋‹ค. ๋ผ๊ณ  ๊ตญ๋‚ด์—์„œ ์žฌ์ƒ์—๋„ˆ์ง€ ๊ณต๊ธ‰ ์—ฌ๊ฑด์ด ๋ถˆ๋ฆฌํ•˜๋‹ค๋Š” ์˜๊ฒฌ์„ ๋‚ด์—ˆ์Šต๋‹ˆ๋‹ค.

๊ธฐ์—…์ด ์š”๊ตฌํ•˜๋Š” ๋ฐฉํ–ฅ๊ณผ ์ •๋ถ€๊ฐ€ ์ด๋„๋Š” ์ „๋ ฅ ์ •์ฑ…๊ฐ„์˜ ๊ฐ„๊ทน์ด ์ ์  ์ปค์ง€๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

ํ–ฅํ›„ ๋ฐฉํ–ฅ์ด ์–ด๋–ป๊ฒŒ ๋ ์ง€ ๊ด€์‹ฌ์„ ๊ฐ€์ ธ์•ผ ํ•  ๋•Œ ์ž…๋‹ˆ๋‹ค.





PART 3. ์ „๋ ฅ์‹œ์žฅ


Wordcloud for Energy



์ „๋ ฅ๊ณ„ํ†ต

2023๋…„ 7์›” 12์ผ ์ ์šฉ ๋ฐœ์ „์„ค๋น„ ์šฉ๋Ÿ‰๋ณ€๊ฒฝ

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  • ์ค‘์•™๊ธ‰์ „๋ฐœ์ „๊ธฐ : ์—†์Œ
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best regards,
J.H



Industry News?
๋งค์ฃผ ๋ฐ์ดํ„ฐ ๋ถ„์„, ์ธ๊ณต์ง€๋Šฅ, ์ „๋ ฅ์‚ฐ์—…์˜ ์ƒˆ๋กœ์šด ์†Œ์‹๊ณผ ์‚ฐ์—…๊ณ„ ๋™ํ–ฅ์„ ๊ณต์œ ํ•˜๋Š” ๋‰ด์Šค๋ ˆํ„ฐ์ž…๋‹ˆ๋‹ค.
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๐Ÿ“ซ junho.ahn@doosan.com



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